Senior Tax Analyst

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Prepare and assess US individual income tax returns, encompassing Form 1040.

• Implement federal and state tax compliance processes.

• Manage cross-border reporting obligations, including FBAR, FATCA/Form 8938, Foreign Tax Credits, and the Foreign Earned Income Exclusion.

• Organize, evaluate, and interpret tax-related data, controls, and workpapers utilizing advanced Excel.

• Maintain regular communication with clients, tax authorities, and international partners.

• Review the work of junior analysts, mentor team members, and engage in technical training sessions as required.

⛳️ Requirements

• Bachelor’s degree in Accounting, Law, Economics, or Business Administration.

• Minimum of 3 years of practical experience—preferably 3–6+ years—in US individual income tax compliance, covering Form 1040.

• Fluent or proficient in both written and spoken English.

• Strong expertise in preparing and reviewing US individual income tax returns, including Form 1040.

• Familiarity with essential federal and state tax compliance protocols.

• Comprehension of cross-border reporting requirements, including FBAR, FATCA/Form 8938, Foreign Tax Credits, the Foreign Earned Income Exclusion, and state tax regulations.

• Knowledge of US tax preparation software such as CCH Axcess/ProSystem fx, GoSystem Tax RS, UltraTax CS, Drake, or similar.

• Advanced proficiency in Excel.

• Active Enrolled Agent (EA) or US Certified Public Accountant (CPA) credential, or progress towards attaining one (preferred).

• Experience with dual-resident taxpayers and Brazilian individual tax reporting responsibilities, such as DIRPF and CBE/BACEN (preferred).

• Experience in servicing high-net-worth individuals, international executives, and expatriates (preferred).

• Experience in reviewing junior analysts’ outputs, mentoring team members, and participating in technical training sessions (preferred).

🏝️ Benefits

• Opportunities to engage in the international market.

• Continuous professional development through training and skill-building initiatives.

• A vibrant culture that emphasizes collaboration and partnership.

• A strong commitment to diversity, inclusion, and equity within teams.